See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,821 | $74,927+189.4% | $101,794+113.0% | $84,808+155.7% |
| Participation rate | 92.9% | 61.4%+31.5pp | 69.2%+23.7pp | 68.3%+24.5pp |
| Annual return | 14.27% | 18.70%-4.4pp | 30.53%-16.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $6,533 | $1,522+329.3% | $2,289+185.4% | $2,631+148.3% |
| Participant deferral / active EE | $3,717 | $3,099+19.9% | $4,084-9.0% | $4,212-11.8% |
| Admin fee / account holder | $7,111 | $6,514+9.2% | $8,777-19.0% | $7,344-3.2% |